AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

Venturelytic

Deal collaboration platform for data-driven investors

Overview

  • Pure investor focus: With Venturelytic you work on a fully focused venture capital and private equity platform, while exploiting all benefits of the Salesforce CRM suite.

  • Stop controlling, start collaborating: Engage with team members, deal prospects and portfolio companies, our community makes sure everyone in and around your team is on the same page and has the latest deal information at his fingertips.

  • All data in one place: Store all deal information in one place, from meeting notes to financials, and easily access dashboards that provide you a clear overview of the latest status.

In a period where capital is highly available on the market, an increasing number of venture capitalists and private equity investors is fishing in the same pool of target companies. In a few years, only the smartest, most effective and efficient investors have survived. Venturelytic provides these investors of the future the necessary competitive advantage for a top-quality execution of their investment strategies. It allows them to work smarter, leverage the power of data and ultimately, position themselves as a leading next-generation investment firm.

Categories

Business Needs
Dashboards & Reports
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Managed Package